Financial Services > KM In Practice

Zebra Technologies chooses LevaData to manage materials sourcing

LevaData can bring Zebra Technologies growth through digitization and AI enablement

Deutsche Bank selects NetDocuments

Native cloud platform vital to bank's global digital strategy

Alliance Bank improves CX with Ephesoft’s intelligent capture solution

Financial services organizations typically have high-volume, high-value documents, which can be manually intensive if processes are not automated

RCBC Bankard improves fraud detection with voice biometrics

Faster authentication can reduce contact center costs, help eliminate the need for security questions, and contribute to an enhanced customer experience

Vaimo secures ecommerce services with Sumo Logic

The implementation has made it easier for the company to adhere to security and compliance regulations

Gleeds improves business relationships with Introhive

Partnership signals Introhive's growing footprint within architecture, engineering, and construction (AEC) industries

Clearsense uses Io-Tahoe to accelerate smart data discovery for healthcare organizations

By taking advantage of Io-Tahoe's AI capabilities, Clearsense is able to automate its processes, reducing the resources normally required to complete the task manually

VyStar Credit Union improves security and customer experience

Verint helps financial services company enhance data security, protect member identity, and drive operational efficiencies

CDW improves CXM with Adobe Experience Cloud

With the tools in place to rapidly deliver valuable content to customers, CDW is now looking toward greater personalization as part of its CXM strategy

Regions Bank selects IBM's AI to support next-gen CX

Watson has helped the bank to answer more than 1.5 million customer calls and 1.4 million banker questions

Gourmet grocer eliminates manual AP data entry using DocuWare

With DocuWare now in place, invoices are electronically routed from all 12 locations

Bank streamlines discovery of sensitive information with Netwrix Auditor

First National Bank Minnesota enables discovery and classification of sensitive data and improves its security posture

Russian bank selects Lighthouse for knowledge management system implementation

Now a bank employee needs less than 3 seconds to find the necessary information

H&R Block chooses eGain for AI-powered customer engagement

Tax preparation expert is using eGain Virtual Assistant for on-demand help

Oil company integrates service and information management

Apex Oil Company combines enterprise service management solution Cherwell with M-Files for enhanced document management

Money transfer specialist selects cloud content management

OFX selected Box to replace its on-premise file servers and migrate all its content to the cloud for greater control and flexibility

Empowering front-line agents with answers

Credit union specialists will use the solution to answer member questions about their accounts, including checking and savings, mortgages, debit/credit cards and loan products.

Integrating risk management with portfolio management

AIMCo will have access to solutions for risk management, portfolio analytics and investment research, as well as client service.

Tokyo-headquartered bank adopts RPA technology

The bank will use Kapow and TotalAgility to replace manual legacy systems and automate more than 2,000 business processes across all functions, enabling employees to work more productively and to improve overall performance, Kofax reports.

Creating conversational interactions with customers